Apollo + Microsoft Dynamics 365 CRM

Create new Apollo contacts from Microsoft Dynamics 365 CRM leads

Streamline your lead management process by connecting Microsoft Dynamics 365 CRM and Apollo with this efficient workflow. Whenever a new lead is added in your Microsoft Dynamics 365 CRM, the automation will create a contact in Apollo, ensuring your sales team stays in sync with potential clients. Save time and maintain an organized database while improving your team's productivity.

Streamline your lead management process by connecting Microsoft Dynamics 365 CRM and Apollo with this efficient workflow. Whenever a new lead is added in your Microsoft Dynamics 365 CRM, the automation will create a contact in Apollo, ensuring your sales team stays in sync with potential clients. Save time and maintain an organized database while improving your team's productivity.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Lead

    Triggers when a new lead is created.

    TriggerScheduled
  2. automatically do this!
    ApolloApollo
    Create Contact

    A Contact is a person your team has added to Apollo.

    ActionWrite
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Supported triggers and actions

  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Contact

    Triggers when a new contact is created.

    Trigger
    Scheduled
    Try It
    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
    • Info

    Trigger
    Scheduled
    Try It
    • Info

    Trigger
    Scheduled
    Try It
    • Info

    Trigger
    Scheduled
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Case/Incident

    Triggers when a new case/incident is created.

    Trigger
    Scheduled
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Invoice

    Triggers when a new invoice is created.

    Trigger
    Scheduled
    Try It
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About Apollo

Apollo is a unified engagement platform that is the foundation for your entire end-to-end sales strategy. Teams get access to a database of over 200 million contacts, as well as a host of different engagement and analytics tools.

Related categories

  • Sales & CRM
microsoft-dynamics-crm logo
microsoft-dynamics-crm logo

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn more

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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